Review Detail
Overall rating
4.4
Company
5.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
5.0
Hosting
5.0
Pricing
5.0
Good service provider.
Good service provider.
User Review
The Good
Great client service. Created customized reports for my firm (for a fee). Very responsive to issues.
The Bad
My client service person has changed several times in the last couple years. Small nuisance. Could be better about making clients aware of new features and functionality.
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